The S&P drops 7% overnight. Your phone starts buzzing at 5:47am. 150 clients are panicking. How fast can you build 150 personalized "stay calm" presentations?
Asian markets in freefall. European pre-markets indicate 6-8% losses at open. Fed emergency meeting scheduled. Analysts warn of potential circuit breaker triggers.
You've been here before. It never gets easier.
"Should I sell everything???" — Your largest client, who promised he understood long-term investing.
23 emails. 8 texts. 4 voicemails. All asking the same thing. You haven't even had coffee yet.
Open PowerPoint. Client 1's portfolio. Their allocation. Their risk tolerance. Their specific situation. 45 minutes later, you have ONE personalized deck.
You've calmed 3 clients. 147 to go. The phones won't stop. Your assistant is crying.
You give up on personalization. Same generic deck for everyone. You know it's wrong. There's no time.
You've talked to 40 clients. 110 are still waiting. Some are already calling other advisors.
Upload your client list. Get 150 personalized "stay the course" presentations. Before breakfast.
Dear Richard,
I know this morning's headlines are alarming. I want you to know I'm already on it.
Your portfolio is designed for moments like this. With your 60/40 allocation and 8-year time horizon, you're positioned to weather this storm—just like we planned.
I've attached a personalized analysis of your specific holdings and what today's volatility means for YOUR retirement timeline. Spoiler: you're still on track.
I'm available all day if you want to talk. But I wanted you to hear from me first, before the noise gets louder.
When the market panics, be the calm voice that reaches everyone—fast.
Prepare Your Crisis Response